Get Acis Declaration Of Trust Order Form.indd - Acis Net

Filling out the Acis Declaration Of Trust Order Form can be a straightforward process if you follow the step-by-step instructions provided in this guide. This document is essential for establishing trust arrangements and ensuring proper compliance with relevant regulations.

Follow the steps to successfully complete the form:

1. Click the ‘Get Form’ button to download the Declaration of Trust Order Form. This will provide you access to all the required fields necessary for completion.
2. Begin by entering your personal information in the Name, Phone, Firm, and E-mail fields. Ensure all details are accurate and up to date to avoid any processing issues.
3. In the Company or Trust Details section, input the Name of Company/Trust. If applicable, include Trust and Trustee details for clarity. This area also requires the Australian Company Number (ACN) if you are dealing with a corporate trustee.
4. For Corporate Trustees, list the Officer Names and their Roles. Ensure that the first officer listed is designated as the Chairman. This section captures the roles of directors and secretaries.
5. If there are Individual Trustees, you should include details for them. Remember to designate the first person as the Chairman in this role as well.
6. Next, provide the Address where the trust documentation will be associated. Additionally, specify the Number of Shares/Units and the Class of Shares/Units if applicable.
7. Complete the Beneficial Owner section with full names, ensuring the names provided are verifiable.
8. If there are any special instructions or additional information related to the trust, include that in the Additional Information/Special Instructions section.
9. Proceed to the Payment Details section. Provide card details for the payment of $110.00 (including GST). Select the type of card you will be using and fill in all required fields accurately.
10. Finally, review the form thoroughly for any errors. Once completed, you have options to save changes, download, print, or share the form. Submit the form to acis@acis.net.au, via fax at 1800 655 556, or by post to Locked Bag 1, Fortitude Valley Q 4006.

Start completing your Acis Declaration Of Trust Order Form online today!